Account Manager

Alera Group, Inc.; Dallas (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) with company match

Generous PTO and learning programs

Job summary

Alera Group in Dallas, Texas, is seeking an Account Manager for Employee Benefits to deliver proactive client service and strategic benefits guidance for our client workforce. You will partner with carriers and internal teams to manage enrollment, compliance, and ongoing program administration while building strong client relationships.

This role supports a hybrid work model with three or more days in the Dallas office.

Qualifications

• Life and Health insurance license required.
• Experience in employee benefits brokerage, carrier or benefits administration.
• Strong communication and relationship management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent organizational skills and attention to detail.
• Proficiency in Word, Excel and PowerPoint.

Responsibilities

• Serve as primary client contact for ongoing account management and issue resolution.
• Coordinate with carriers and vendors to resolve claims and benefit issues.
• Guide on benefit program plans, enrollment rules and eligibility.
• Conduct employee education meetings and webinars.
• Build internal and external client relationships and support retention.
• Support open enrollment and annual plan administration.

Skills

Communication skills

Relationship management

Organizational skills

Time management

Attention to detail

MS Word

MS Excel

PowerPoint

Education

Bachelor’s degree or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Account Manager – Employee Benefits

Hybrid role located in Dallas, Texas.

Overview

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking an Account Manager who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high‑touch experience for both clients and employees.

Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Why Alera Group

• Meaningful Impact – Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning – Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture – Work in a team‑oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Responsibilities

Client Partnership and Risk Strategy

• Serve as primary client contact supporting ongoing account management and issue resolution
• Work with carriers, vendors and external partners to resolve claims and benefit‑related issues
• Provide guidance on benefit program plans, enrollment rules and eligibility
• Conduct employee education meetings, webinars and communication sessions
• Build strong internal and external client relationships
• Contribute to retention and growth initiatives

Operational Excellence

• Follow client service workflows and service calendar timelines
• Support new group implementation and coordinate vendor setup across medical, dental, vision, life, disability and other programs
• Monitor ongoing administration including funding contributions, eligibility and compliance with applicable regulations
• Manage audits, filings and compliance‑related initiatives
• Maintain accuracy of data across carrier portals, EDI feeds and internal platforms
• Coordinate and plan annual open enrollment processes
• Review and interpret benefit documents, contracts and communications materials

Strategic Contribution

• Identify opportunities to enhance communication systems and improve client understanding of benefit programs
• Assist in development of service team members through collaboration and knowledge sharing
• Stay current on industry trends, products, legislation and carrier updates
• Support process improvements and overall service delivery enhancements

Qualifications

Required

• Life and Health insurance license
• Experience in employee benefits insurance brokerage, carrier or benefits administration environment
• Strong communication and relationship management skills
• Ability to manage multiple priorities in a fast‑paced environment
• Strong organizational skills, attention to detail and ability to meet deadlines
• Proficiency in Microsoft Word, Excel and PowerPoint

Preferred

• Undergraduate degree or equivalent experience
• Professional certifications such as CEBS, PHR, CLU, GBA or CBP
• Knowledge of health plans including HMO, PPO, CDHP and ancillary benefits
• Understanding of regulatory requirements related to employee benefit programs

Core Competencies

• Client focused service approach
• Collaboration and teamwork
• Analytical thinking and problem solving
• Accountability and follow‑through
• Organizational and time management skills

Benefits

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model

Hybrid – 3 or more days in office – Dallas, Texas.

Professional Development – Alera Group Academy

• Role‑specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge‑sharing communities

Licensure & Certifications (If Applicable)

• Active State Life & Health License – Texas
• Ability to obtain required licensure within 6 months of hire
• Ongoing continuing education to maintain active status

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

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